How to Change Subscriptions

⇤ Modifying Subscriptions

Changing subscriptions allows you to move companies between subscription types so that you have the right level of visibility for each vendor, at the right time. Change subscriptions at any time.

• A continuous subscription type (Total Risk Monitoring and Risk Monitoring) cannot be downgraded to a time-limited subscription (One-Time Reports or 30-Day). However, time-limited subscriptions can be upgraded to a continuous one.
• You will need to have both subscription types.
• If all your subscriptions have already been allocated, you’ll be prompted to choose which two subscriptions will be changed for one another.

To change a subscription:

1. Go to the Relationship Details from a company’s Overview page.
2. Select Edit.
3. Select a subscription from the Subscription dropdown.
4. Select Confirm.

You can also change multiple subscriptions at once:

1. Select companies from your Companies List.
2. Select Actions ➔ Change Subscriptions.
3. Select a new subscription type.
4. Select Change.

You will be summarized on the subscription changes. Download the CSV to review any unsuccessful changes.